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Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
1076
Perigon Wealth Management
California
$274K -$116K -452 -33%
Sovereign Financial Group
1077
Sovereign Financial Group
Connecticut
$271K +$237K +919 New
Howland Capital Management
1078
Howland Capital Management
Massachusetts
$268K -$5.67K -22 -2%
Cortland Associates
1079
Cortland Associates
Missouri
$268K +$1.29K +5 +0.6%
First Business Financial Services
1080
First Business Financial Services
Wisconsin
$266K – – –
EP
1081
Eudaimonia Partners
Tennessee
$266K – – –
OAM
1082
Oak Asset Management
California
$265K – – –
FFA
1083
Fortune Financial Advisors
Kansas
$264K – – –
SeaCrest Wealth Management
1084
SeaCrest Wealth Management
New York
$264K -$81.2K -315 -26%
Zhang Financial
1085
Zhang Financial
Michigan
$264K – – –
WhitTier Trust Company
1086
WhitTier Trust Company
Nevada
$262K -$240K -933 -51%
Annex Advisory Services
1087
Annex Advisory Services
Wisconsin
$262K +$229K +888 New
ET
1088
Equitable Trust
Tennessee
$262K +$229K +888 New
Choate Investment Advisors
1089
Choate Investment Advisors
Massachusetts
$261K – – –
Penserra Capital Management
1090
Penserra Capital Management
California
$261K -$152K -590 -40%
Icon Wealth Advisors
1091
Icon Wealth Advisors
Texas
$260K +$73.7K +286 +48%
Central Pacific Bank - Trust Division
1092
Central Pacific Bank - Trust Division
Hawaii
$260K +$228K +883 New
Nicolet Advisory Services
1093
Nicolet Advisory Services
Wisconsin
$259K -$15.7K -61 -7%
&Partners
1094
&Partners
Tennessee
$258K +$226K +877 New
LMKC
1095
L.M. Kohn & Company
Ohio
$257K – – –
HUB Investment Partners
1096
HUB Investment Partners
Texas
$257K +$225K +872 New
Atlanta Consulting Group Advisors
1097
Atlanta Consulting Group Advisors
Georgia
$256K +$224K +870 New
GSB
1098
Greenfield Savings Bank
Massachusetts
$256K -$6.18K -24 -3%
Prio Wealth Limited Partnership
1099
Prio Wealth Limited Partnership
Massachusetts
$255K -$773 -3 -0.3%
Wilkinson Global Asset Management
1100
Wilkinson Global Asset Management
New York
$253K -$33.5K -130 -13%